Good MorningTuesday's session turned cautious as the market's central tension came into focus: AI infrastructure spend versus the revenue it's supposed to generate. Reports that OpenAI missed its own internal revenue targets rattled chip and data center names after a multi-session semiconductor rally, with selling concentrated in recent leadership while defensives held in. The tape's narrow breadth heading into a heavy earnings week reflected that unease.
Oil briefly touched $100 a barrel as U.S.-Iran negotiations over the Strait of Hormuz stalled, keeping inflation risk elevated and complicating the Fed's posture. The central bank opens its two-day meeting today, with rates expected to hold, but this is also likely Jerome Powell's final meeting as chair before Kevin Warsh takes over, and Warsh's signaled preference for stricter inflation targeting makes the policy transition itself a variable for positioning.
Oracle slid on its OpenAI partnership exposure as the revenue miss rippled through infrastructure plays, while Arm Holdings extended its pullback after a steep AI-driven run. UPS beat estimates but fell as investors zeroed in on a domestic volume dip, feeding margin durability concerns. General Motors was a standout, raising full-year guidance with truck demand holding firm even above $4 gas. Traders are watching Wednesday's Fed statement and Powell's press conference for signals on how energy-driven inflation shapes the rate path under incoming leadership. Featured: The 38% Crash Warning Every Retirement Saver Needs to Read Right Now (Ad) 
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Real Estate | |
A definitive agreement for The Real Brokerage Inc. (NASDAQ: REAX) to acquire RE/MAX Holdings, Inc. (NYSE: RMAX) for an $880 million enterprise value is a high-stakes strategic survival maneuver masked as a property technology (prop-tech) expansion. Facing severe margin compression in the post-Natio... Read the Full Story |
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From Our Partners | | The largest energy source on Earth contains 50,000 times every oil and gas reserve on the planet combined - and much of it sits beneath the desert near the Grand Canyon.
A drilling crew just hit the DOE's 2035 targets twelve years early, with costs down 50% in 18 months. Google signed on, Gates invested, and the Pentagon made it a priority. One company has been quietly building this infrastructure for sixty years. | | See the company sitting on the biggest energy source on Earth |
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Consumer Staples | |
Several stocks with market capitalizations above $100 billion just made notable dividend announcements. These names are among the largest in their respective industries, and despite widely differing performance, continue to make good on their commitments to return more capital to shareholders.
Cost... Read the Full Story |
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Consumer Staples | |
Coca-Cola (NYSE: KO) is not without headwinds, but it is navigating them well, delivering market-beating results and driving ample cash flow.
Its Q1 earnings results highlighted its strengths, with organic sales picking up and margins improving. Among those strengths is its reliable cash flow, whi... Read the Full Story |
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From Our Partners | | 232 companies listed on U.S. exchanges this year, raising over $251 billion by late July alone - more than five times 2025's full-year total. Yet most carry almost no analyst coverage.
We screened the entire class for average daily volume above 500,000 shares, market caps over $100 million, and at least 18 months of cash runway. Only seven names cleared every filter - four already trading, three still private. | | See the seven IPOs that passed every filter. |
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Industrials | |
The future of urban transportation has long been a promising but distant vision for investors. However, a series of recent flights weaving through the iconic New York City skyline has forcefully pulled that future into the present. Joby Aviation, Inc. (NYSE: JOBY), a leader in the electric air taxi... Read the Full Story |
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Technology | |
Insiders are selling big tech stocks, but investors should think twice about doing the same.
The insiders, all of whom have been in position for years, most for at least 10 and some for over 20, not only benefit from share-based compensation but have experienced significant gains over the past few ... Read the Full Story |
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From Our Partners | | Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required.
Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away. | | Discover the gold income fund before the next payout date |
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Communication Services | |
The next phase of the AI revolution has a name, and it is already reshaping how the world's largest technology companies are positioning themselves. The shift from AI as a tool you interact with to AI as an agent that works autonomously on your behalf is being called the Agentic Era. And for invest... Read the Full Story |
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Consumer Discretionary | |
Marriott International (NASDAQ: MAR) has had an impressive run, but as shares hover near all-time highs, investors are left weighing whether the momentum will continue or if it's time to check out.
Shares of the hospitality giant are up more than 50% over the past year and more than 140% over the ... Read the Full Story |
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Industrials | |
United Airlines Holdings, Inc.'s (NASDAQ: UAL) audacious, albeit unsuccessful, bid for American Airlines (NASDAQ: AAL) has exposed a critical inflection point for the U.S. aviation sector. The move signals an urgent, industry-wide mandate to acquire scale as crippling aircraft delivery backlogs and... Read the Full Story |
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Markets | |
When it comes to commodities, individual countries often dominate global reserves. While the United States may be the world’s largest oil producer, Venezuela holds the world’s largest proven oil reserves with over 300 billion barrels. Australia and Russia have the largest unmined gold deposits, and... Read the Full Story |
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Healthcare | |
GLP-1 seller Hims & Hers Health (NYSE: HIMS) has seen significant volatility in its stock price as of late. Notably, despite seeing a 41% single-day surge in early March, HIMS remains down nearly 10% in 2026. That single-day surge came as Hims and Novo Nordisk A/S (NYSE: NVO), the maker of Wego... Read the Full Story |
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Wednesday's Early Bird Stock Of The Day Avanti Helium Corp. acquires, explores, and develops helium projects in Canada and the United States. The company's principal project is its 100% owned Greater Knappen Project, which covers an area of approximately 70,140 acres located in the Southern Alberta and Northwestern Montana. The company was formerly known as Avanti Energy Inc. and changed its name to Avanti Helium Corp. in August 2022. Avanti Helium Corp. was incorporated in 2011 and is headquartered in Calgary, Canada. | | View Today's Stock Pick |
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